Brown-Forman Class A
BF.A
188 hedge funds and large institutions have $945M invested in Brown-Forman Class A in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 78 reducing their positions, and 17 closing their positions.
330% more call options, than puts
Call options by funds: $683K | Put options by funds: $159K
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.25% less ownership
Funds ownership: 10.79% → 10.54% (-0.25%)
6% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 17
2% less funds holding
Funds holding: 191 → 188 (-3)
13% less capital invested
Capital invested by funds: $1.09B → $945M (-$143M)
47% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 78
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$4.14M |
| 2 |
UIM
USS Investment Management
London,
United Kingdom
|
+$1.87M |
| 3 |
Legal & General Group
London,
United Kingdom
|
+$1.82M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$800K |
| 5 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
+$640K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$14.1M |
| 2 |
LT
Lindsell Train
London,
United Kingdom
|
-$5.42M |
| 3 |
GRQ
Gardner Russo & Quinn
Lancaster,
Pennsylvania
|
-$4.04M |
| 4 |
SO
STRS Ohio
Columbus,
Ohio
|
-$1.71M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$1.65M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWS
201
Glassman Wealth Services
Vienna,
Virginia
| – | -$4.65K | -78 | Closed |
|
|
GRP
202
Global Retirement Partners
San Rafael,
California
| – | -$3.69K | -65 | Closed |
|
|
CAL
203
Capital Advisors Ltd
Shaker Heights,
Ohio
| – | -$4K | -61 | Closed |
|
|
OSAM
204
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$1.07K | -18 | Closed |
|
205
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | -$60 | -1 | Closed |
|
BF.A Hedge Fund Activity: Q1 2024 in Review
188 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class A (BF.A) for Q1 2024, worth a combined $945M — down 13% from $1.09B a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of BF.A and 16 opened new positions — a net loss of 1 holder — while 78 trimmed existing stakes and 41 added.
The largest buyer was Jane Street, adding an estimated $4.14M. The largest seller was Morgan Stanley, cutting an estimated $14.1M.
- 188 institutional investors held Brown-Forman Class A (BF.A) as of Q1 2024, down from 191 in Q4 2023.
- Funds reported $945M of Brown-Forman Class A stock for Q1 2024, down 13% quarter-over-quarter.
- 16 funds opened new Brown-Forman Class A positions in Q1 2024 and 17 closed out, a net change of -1 holder.
- The largest Brown-Forman Class A buyer in Q1 2024 was Jane Street, an estimated $4.14M added.
- The largest Brown-Forman Class A seller in Q1 2024 was Morgan Stanley, an estimated $14.1M sold.
Based on aggregated 13F filings for Q1 2024.